See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,532 | $102,317+180.0% | $146,958+95.0% | $80,856+254.4% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.2%+15.5pp | 67.6%+30.0pp |
| Annual return | 19.38% | 134.76%-115.4pp | 418.34%-399.0pp | 35.59%-16.2pp |
| Employer contribution / active EE | $34,938 | $3,713+840.9% | $4,933+608.3% | $2,755+1168.2% |
| Participant deferral / active EE | $6,296 | $6,644-5.2% | $8,070-22.0% | $4,296+46.6% |
| Admin fee / account holder | $10,185 | $7,941+28.3% | $12,998-21.6% | $6,918+47.2% |